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If you’ve used the original Adopt AI platform — the one built around Tools, Actions, and Experiences — this page is your bridge. The shape of the platform is the same. The vocabulary is sharper, the data side is now made of concrete primitives, and there’s a dedicated end-user app. Here’s how the old model maps to the new one.
Both platforms remain available. The original horizontal platform continues to run for existing customers, and you can switch between the two views inside the product. This page is about understanding the accounting & tax platform in terms you already know.

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The Vocabulary Map

Most concepts carry over one-to-one, with a clearer name and a tighter definition. Two concepts are genuinely new.

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What’s Genuinely New

Three things don’t have a direct predecessor in the original platform:
  • The Data Store makes structured data a first-class citizen — tables you can query with SQL, and a place where one agent parks results for the next to pick up.
  • File Explorer gives raw documents the same first-class treatment, organized per client and visible to both agent and reviewer.
  • The End-User App is now an explicit product surface. Where human review used to be a separately-built Experience wired into an agent, it’s now a gate defined inside the agent and rendered by the app as an “Action needed” step — same job, fewer moving parts.

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What Stayed the Same

The mental model is unchanged. You still layer capability from access up to behaviour, still separate the data track from the capability track, still build once and reuse broadly, and still keep client data isolated. If you understood the original platform, you already understand this one — you’re mostly learning new names and two new primitives.

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Next Steps

  1. Start with the platform architecture
  2. See how everything connects
  3. Review the design principles